Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
1.32%
6 Months
15.28%
3.83%
1 Year
11.46%
9.77%
3 Years
12.93%
13.19%
5 Years
14.25%
12.01%
Since Inception
20.43%
14.38%
Fund Age
8 yrs 1 mo
6 yrs 8 mo
AUM
₹7.34 Cr
₹42.66 Cr
Alpha – 1 Year
11.81%
3.80%
Alpha – 3 Years
3.93%
2.30%
Information Ratio – 3 Years
0.17
0.23
Volatility – 1 Year
25.10%
15.84%
Volatility – 3 Years
27.35%
12.64%
Beta – 1 Year
1.24
1.56
Beta – 3 Years
1.14
1.48
Sharpe Ratio – 1 Year
0.33
0.32
Sharpe Ratio – 3 Years
0.39
0.70
Worst Rolling Year
12.27%
9.09%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−33.40%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 37% · M 21% · S 27%
Number of Stocks
33
16
Portfolio P/E
30.34
—
Top 5 Holdings
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%